As you learn more about your customer, you can update various details directly from the Customer Card. This includes information like:
Customer Name and Contact Information (e.g., phone number, email address)
Customer Address (current and previous)
Customer Employment History (current and previous)
Customer Insurance
Customer References
There are two places where you can edit customer information:
Customer Card (Credit App icon)
Customer Contact Card (green icon on the top right corner of the customer card. This will be open by default)
Customer Card
In the Customer Card, you can update customer information by using the Credit App icon located on the right-hand side.
Steps to Edit:
Open the Customer Card.
Click the Credit App icon.
Edit the relevant customer details on the new page that opens.
Once your changes are complete, click Save to update the customer’s profile.
Note: For security purposes, the customer’s SSN and birth year are stored in the CRM for 12 hours after they are entered. This information is automatically removed after the 12-hour window.
Customer Contact Card
The Customer Contact Card also provides a quick way to edit customer details. This card is accessible from the Customer Card by clicking the green license icon in the top left corner (The Customer Contact Card is open by default).
Steps to Edit:
Open the Customer Card.
Click the green tab icon in the top left to open the Customer Contact Card, if not already open.
Click the pencil icon next to the field you want to edit.
Make the necessary changes to the customer profile.
Click Save to apply the updates.
Note: For security purposes, the customer’s SSN and birth year are stored in the CRM for 12 hours after they are entered. This information is automatically removed after the 12-hour window.
Need Further Assistance?
For assistance, reach out to your Customer Support Team using the support icon in the lower right corner of the DriveCentric.